20 Nicholas Street, Chester, Cheshire, CH1 2NXMake an enquiry
Rosebridge is a firm of Chartered Financial Planners that provides tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.
Our expertise, professionalism and commitment to providing high quality advice has also been recognised by being named as one of thewealthnet's Top 25 Financial Planning Companies for the last three consecutive years. This accolade highlights the best and most successful private client focused advisory firms in the country.
Our clients, be they individual, families, trustees or corporate entities, typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future.
Whilst we specialise in creating and preserving wealth, our approach is simple and practical. We gain a complete understanding of your needs, provide initial and ongoing advice to meet desired outcomes or rectify problems and charge fees that are transparent and agreed with you in advance.
Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.
We work in collaboration with other professional advisers.
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